Travel & Expense Coordinator

About the Company:

Our client is a leading global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base.

Responsibilities: 

• Act as a point of contact for all day-to-day T&E matters including policy and process inquiries, exception-based approvals, and priority processing
• Reviews T&E reports for compliance and accuracy, and processes for payment across the global platform daily
• Systems manager for all expense processing and audit platforms including Concur, Oversight (audit tool), and corporate card
• Review, document, and own US T&E policy; actively review trends with Corporate Services Manager and Corporate Services Analyst to ensure efficiencies and make recommendations to enhance policy, minimize risk, and achieve cost savings
• Liaise with stakeholders including administrative teams and managers, Business Management, Accounting, and Employees of all levels across the Firm
• Partner with the administrative management team to develop training for T&E processors and act as subject matter expert to provide training and convey best practices
• Assist or lead ad-hoc projects across all Corporate Services work streams (T&E, administrative support, facilities, etc.)

Requirements:

• Minimum 2 years professional experience required
• Must have basic level knowledge of Concur Expense
• Proficient in Office and Excel
• Excellent written and oral communications and interpersonal skills, able to interact with employees of all levels across the firm
• Ability to multi-task and quickly adapt is essential
• Motivated self-starter and proactive team player with strong work ethic
• Strong problem solving skills
• Positive attitude and eagerness to learn
• Strong attention to detail and accuracy

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